VELA Investment Management, LLC Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$359.0M

Holdings

139

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (139 positions)

StockValue
HLIHoulihan Lokey Inc
$813K
MRVIMaravai LifeSciences Holdings
$807K
OSGAMBAC Financial Group, Inc.
$792K
ONTOOnto Innovation Inc
$774K
NOMDNomad Foods LTD
$772K
ELVElevance Health Inc
$765K
WDAYWorkday Inc
$703K
TSNTyson Foods Inc
$697K
HUMHumana Inc
$685K
FLOFlowers Foods Inc
$684K
DEDeere & Co
$678K
BHVNBiohaven Ltd
$655K
HALOHalozyme Therapeutics Inc.
$609K
07WAMr Cooper Group Inc
$590K
MASMasco Corp
$574K
ETEnergy Transfer LP
$555K
LYBLyondellBasell Industries NV
$497K
NSCNorfolk Southern Corp
$483K
WENWendy's Co/The
$475K
KHCKraft Heinz Co/The
$474K
GPCGenuine Parts Co
$453K
TBBBBBB Foods Inc
$424K
LINLinde PLC Shs
$420K
BSXBoston Scientific Corp
$394K
RCKTRocket Pharmaceuticals Inc
$389K
CMCSAComcast Corp
$385K
JPMJPMorgan Chase & Co
$368K
EAElectronic Arts Inc
$357K
MTNVail Resorts Inc
$357K
MDLZMondelez International Inc
$321K
DNLIDenali Therapeutics Inc
$319K
AVYAvery Dennison Corp
$309K
SPGSimon Property Group Inc
$299K
KKRKKR & Co Inc Cl A
$297K
TXNTexas Instruments Inc
$286K
AFWAlign Technology Inc
$278K
AIGAmerican Intl Group Inc
$262K
GRMNGarmin Ltd
$250K
WCCWesco Intl Inc
$229K
CMPRCimpress PLC Euro
$214K
SPYSPDR S&P 500 ETF Trust
$88K
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